It’s a familiar scenario: As he is about to retire from a large, multinational corporation, a 60-something gentleman is faced with important financial decisions. Annuity or lump sum? He accepts the “lump sum” option and decides that he will need ...
Tagged with: Patricia Foster The Informed Investor
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Falling equity markets. Rising interest rates. Geopolitical forces. These and other factors contributed to the substantial volatility in our domestic financial markets as 2018 came to a close. Navigating the markets in the year ahead may be equally, if not ...
Tagged with: Managers at Work Patricia Foster
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The enduring popularity of mutual funds can be attributed, in part, to the fact that they provide investors with access to a professionally managed portfolio at a reasonable cost. In this third column in our series about investing in mutual ...
Tagged with: Patricia Foster The Informed Investor
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Mutual funds continue to be a popular investment option for retail investors. At year-end 2017, retail investors owned 90 percent of the 18.7 trillion U.S. mutual fund assets, with the remaining 10 percent owned by institutional investors. Mutual funds appeal ...
Tagged with: Patricia Foster The Informed Investor
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Nearly half of all U.S. households have investments in mutual funds. An estimated 100 million mutual fund investors include individuals from all age and income groups, with baby boomers accounting for a substantial portion. Yet, despite the enormous popularity of ...
Tagged with: Patricia Foster The Informed Investor
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Three significant trends have transformed the financial services marketplace in recent decades. The defined contribution plan has replaced the defined benefit plan as the principal retirement vehicle provided by most employers in the private sector. Advisory accounts are now more ...
Tagged with: Patricia Foster The Informed Investor
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